Oil Ground Up

Apr 08 2025 24 ep. 39 mins 28
Oil Ground Up Podcast artwork

Tony Greer navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.

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Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States

Apr 08 2025 39 mins  
In this episode of the Oil Ground Up podcast, Patrick De Haan, Lead Petroleum Analyst at GasBuddy, discusses his career journey and the role of GasBuddy in tracking gas prices. He delves into the impact of energy policies on oil prices, the dynamics of OPEC's production decisions, and the forecast for future gas prices. The conversation also covers regional differences in gas p

Canadian Energy and LNG Outlook with Josef Schachter

Mar 07 2025 35 mins  
Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset some of the tariff's impact, and that the US Midwest relies on Canadian heavy crude due to quality issues with Mexican oil and restrictions o

Understanding Oil Tariffs and Their Impact with Steven Sinos

Feb 10 2025 46 mins  
In this episode of the Oil Ground Up podcast, Ian Wagner sits in for Tony Greer and interviews Steve Sinos, managing partner at Blue Lacy Advisors, about the intricacies of risk management in the energy sector. They discuss the importance of understanding commodity risk, the dynamics of oil and crude tariffs, insights into the LNG market, and the volatility of WTI prices. Sinos emp

Robert Connors on how Global Money Supply has Impacted Energy Prices

Jan 30 2025 42 mins  
Tony Greer and Robert Connors delve into the current state of the energy markets, exploring the impact of political changes, trends in oil and natural gas prices, and the future of uranium and nuclear energy. Connors shares his insights on the importance of returns on capital in the energy sector and discusses the evolution of his business, Crude Chronicles, emphasizing the value o

How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship

Jan 14 2025 53 mins  
In this episode of the Oil Ground Up podcast, Dan Romito shares his journey from NASDAQ to Pickering Energy Partners, discussing the challenges and opportunities within the energy sector. He emphasizes the importance of understanding ESG, the need for better representation of the energy industry, and the impact of political changes on energy policy. Romito also highlights the criti

Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production

Dec 19 2024 38 mins  
In this episode of the Oil Ground Up podcast, Joe DeLaura, a global energy strategist at Rabobank, shares insights into his career in the oil industry and discusses the current dynamics of the oil market. He highlights the static nature of oil prices, the long-term trends in oil consumption, and the impact of geopolitical factors on market stability. Joe also delves into the refine

The Evolution of Oil Trading: A Veteran's Perspective

Dec 11 2024 56 mins  
In this episode of the Oil Ground Up podcast, Tony Greer interviews John Johnston, a veteran oil trader with nearly 50 years of experience. Johnston shares insights into his career, the evolution of oil trading, and the dynamics of the market. He discusses the strategies he employed, the impact of technology on trading, and the changing landscape of the oil market over the decades.

Josh Young on Small Cap E&Ps: The Untapped Potential in Energy

Nov 22 2024 42 mins  
Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of geopolitical events. They analyze OPEC's strategies and the implications of political changes on energy policy, particularly with the potential return of the Trump administration. The discussion also covers the future of oil servi

Navigating the Oil and Gas Market Post-Election with Brian Pieri

Nov 08 2024 42 mins  
In this episode of the Oil Ground Up Podcast, Tony Greer speaks with Brian Pieri, founder of energyrogue.com, about the current state of the energy market following the recent US Presidential election. They discuss market reactions, predictions for oil and natural gas, and insights into various sectors within the energy industry, including which sides of the sector might benefit mo

Mark Rossano on the Absent Premium in Energy Prices

Oct 10 2024 44 mins  
Mark Rossano, founder and CEO of C6 Capital Holdings, shares his extensive background in the energy sector and provides insights into the current state of oil and gas markets. Mark and Tony discuss the dynamics of supply and demand, geopolitical influences, and the future of LNG and natural gas. Mark also shares some thoughts on where he is allocating capital within the energy spac